Estate Planning and Preservation 

What is Estate Planning? Do I need an Estate Plan?

  • Can I avoid probate?
  • Will my assets pass to who I want to receive them?
  • Who manages my assets if I am in long-term care?
  • Do I need a Trust? Living Will? Power of Attorney?
  • Does my Estate Plan match my Financial Plan?


What is Estate Planning?
There are Options in Estate Planning
Cost of Probate